Unclaimed
Sarah Elizabeth Hahn is a financial advisor with Ameriprise Financial Services, LLC. Sarah has been in the industry since 2014 and has experience with a variety of firms. She has been registered as a broker-dealer in Alabama, Florida, and South Carolina. Sarah holds the Series 7 and Series 66 licenses and is also a Certified Financial Planner. Sarah specializes in financial planning, portfolio management for individuals and businesses, and providing educational seminars. Sarah is passionate about helping her clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AL
04/26/2023 - Present
Ameriprise Financial Services, LLC (TUSCALOOSA AL)
AL
10/15/2018 - 04/21/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (TUSCALOOSA AL)
AL
01/31/2018 - 10/19/2018
PNC INVESTMENTS (NORTHPORT AL)
AL
01/20/2014 - 01/18/2018
RAYMOND JAMES & ASSOCIATES, INC. (TUSCALOOSA AL)
BOTH
Issued 03/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sarah Hahn is the right advisor for you? Invested Better is here to help.